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Most-read guides
A 5-minute orientation to the platform, the main areas of the app, and what to do first.
Verify your email, set up two-factor, and finish your profile.
Add users, choose a role, and decide what they can see.
Point a domain or subdomain to Open Doors for sites, funnels, and tracking links.
Bring contacts in via CSV, native integration, or migrate from another platform.
A concrete list of what to set up in your first seven days.
Foundations
Set up your account, learn the basics, and bring your first contacts in.
Activate your account, invite your team, and learn the lay of the land.
Profile, business info, branding, time zones, and the little things that make Open Doors feel like yours.
Run your business from your phone with the Open Doors mobile app.
Sales & CRM
Contacts, Pipeline AI, conversations, and the everyday tools your team lives in.
Everything about contacts, smart lists, tags, custom fields, and segmentation.
Track deals end-to-end. Pipeline AI is the Open Doors name for opportunities and sales pipelines.
A unified inbox for SMS, email, WhatsApp, IG, FB Messenger, web chat, GBP and calls.
Round-robin, class, collective, and personal calendars with native scheduling.
Buy numbers, route calls, record voicemails, and run an IVR.
Connect WhatsApp Business, send templates, and run campaigns and automations.
Marketing & Outreach
Email, SMS, social, automations, and reputation tools to keep your audience warm.
Build automations that move leads, send messages, and update records.
Templates, campaigns, sender domains, deliverability, and analytics.
Two-way SMS, broadcasts, A2P 10DLC compliance, and short codes.
Plan, schedule, and analyse posts across Facebook, Instagram, LinkedIn, TikTok, X, GBP and YouTube.
Rate Us is the Open Doors name for reputation. Request reviews, monitor mentions, and respond from one inbox.
Conversation AI, Voice AI, Reviews AI, Funnel AI, and the rest of the suite.
Sites, Funnels & Forms
Build pages, capture leads, and run surveys without writing code.
Build full websites and landing pages with the drag-and-drop builder.
Multi-step funnels for lead capture, sales, and event registration.
Inline forms, popups, and conditional logic to capture exactly what you need.
Multi-step surveys, scoring, and quiz logic.
Native blog with categories, authors, and SEO controls.
Commerce & Monetisation
Take payments with OpenPay, run memberships, sell courses, and pay affiliates.
OpenPay is the Open Doors name for payments. Stripe, PayPal, Authorize.net, NMI, Square, and tap-to-pay.
One-off invoices, recurring billing, estimates, and proposals.
Sell courses, host members-only content, and run drip programs.
Run a branded community with channels, posts, events, and reactions.
Recruit partners, track referrals, set commissions, and pay out automatically.
Send proposals and contracts with e-signature, fields, and OpenPay collection.
Operations & Reporting
Numbers you can trust, mobile workflows, and back-office processes.
Dashboards, attribution, call reports, appointment reports, and Google/Facebook ad data.
Invite users, set roles, control who sees what.
Plan changes, usage credits, invoices, and rebilling.
Common issues, error messages, and what to try first.
Platform, Integrations & API
Settings, security, integrations, the API, and everything under the hood.
Native integrations: Google, Meta, Stripe, QuickBooks, Shopify, Zapier, Make, and dozens more.
Use the public API, OAuth apps, webhooks, and the marketplace SDK.
SSO, MFA, data export, GDPR, HIPAA where supported, and audit logs.
Changelog, beta features, and product updates.
Recently updated
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